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US Foods

310 hedge funds and large institutions have $7.54B invested in US Foods in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 77 increasing their positions, 119 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $35.8M | Put options by funds: $14.6M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

3% more funds holding

Funds holding: 300310 (+10)

2.2% more ownership

Funds ownership: 95.73%97.93% (+2.2%)

3% more capital invested

Capital invested by funds: $7.35B → $7.54B (+$187M)

35% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 119

Holders
310
Holders Change
+10
Holders Change %
+3.33%
% of All Funds
4.77%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
62
Increased
77
Reduced
119
Closed
48
Calls
$35.8M
Puts
$14.6M
Net Calls
+$21.2M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$54.5M +$373K +10,718 +0.7%
MC
27
Maverick Capital
Texas
$54.3M +$54.2M +1,558,350 New
DC
28
Dendur Capital
New York
$54.1M +$13.1M +375,475 +32%
SAAM
29
Solus Alternative Asset Management
New Jersey
$50.5M
Charles Schwab
30
Charles Schwab
California
$50.3M +$2.02M +58,179 +4%
Lazard Asset Management
31
Lazard Asset Management
New York
$47.3M -$929K -26,690 -2%
FAM
32
Fred Alger Management
New York
$45.1M +$3.65M +104,802 +9%
WCM
33
Wedge Capital Management
North Carolina
$41.6M -$1.77M -50,863 -4%
Ensign Peak Advisors
34
Ensign Peak Advisors
Utah
$40.7M +$1.4M +40,355 +4%
FMI
35
Factory Mutual Insurance
Massachusetts
$34.7M -$6.46M -185,504 -15%
Morgan Stanley
36
Morgan Stanley
New York
$34.5M -$15.2M -436,062 -31%
Northern Trust
37
Northern Trust
Illinois
$34.1M +$199K +5,721 +0.6%
PAMS
38
Pictet Asset Management (Switzerland)
Switzerland
$30.4M -$35.8M -1,028,301 -54%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$29.9M +$1.08M +31,055 +4%
LPAM
40
Legion Partners Asset Management
California
$29.2M +$29.1M +837,406 New
UBS AM
41
UBS AM
Illinois
$28.9M -$17.3M -497,668 -37%
Millennium Management
42
Millennium Management
New York
$25.2M +$23.3M +669,637 +1,221%
RJA
43
Raymond James & Associates
Florida
$23.6M -$1.02M -29,434 -4%
Goldman Sachs
44
Goldman Sachs
New York
$22.6M -$69M -1,982,461 -75%
SO
45
STRS Ohio
Ohio
$21.6M +$1.57M +45,000 +8%
Fidelity International
46
Fidelity International
Bermuda
$21.2M -$1.64M -47,076 -7%
PPA
47
Parametric Portfolio Associates
Washington
$20M -$2.48M -71,115 -11%
AIMCA
48
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.4M +$17.7M +509,584 +1,068%
C
49
Chescapmanager
Maryland
$19.2M
MAM
50
Majedie Asset Management
United Kingdom
$18.2M -$6.67M -191,668 -27%

USFD Hedge Fund Activity: Q4 2021 in Review

310 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q4 2021, worth a combined $7.54B — up 2.5% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new USFD positions and 48 closed out — a net gain of 14 holders — while 77 added to existing stakes and 119 trimmed.

The largest buyer was Sachem Head Capital Management, adding an estimated $467M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $97M sold.

  • 310 institutional investors held US Foods (USFD) as of Q4 2021, up from 300 in Q3 2021.
  • Funds reported $7.54B of US Foods stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 62 funds opened new US Foods positions in Q4 2021 and 48 closed out, a net change of +14 holders.
  • The largest US Foods buyer in Q4 2021 was Sachem Head Capital Management, an estimated $467M added.
  • The largest US Foods seller in Q4 2021 was Melvin Capital Management, an estimated $97M sold.

Based on aggregated 13F filings for Q4 2021.